Broker Check

Our Profile

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jim Galkowski, CFP®,CIMA®

Director | Financial Advisor

507-405-3852

JGalkowski@rwbaird.com

Jim joined Baird in 2021 and offers clients over 35 years of industry experience. His mission is to provide every client with big picture assistance, comprehensive financial advice and customized portfolio allocation delivered with the...
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Jill M. Roux, CTFA® WMCP®

Assistant Vice President | Senior Client Specialist

507-405-3851

jroux@rwbaird.com

Jill Roux is a Senior Client Specialist at Baird and has been with the firm since 2021. As a key member of the team, she is dedicated to delivering an exceptional client experience while providing comprehensive support to Jim.Jill...

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Ann Haase

Assistant Vice President | Senior Client Specialist

507-405-3853

ahaase@rwbaird.com

Ann Haase is a Senior Client Specialist at Baird, where she joined the firm in February 2022. She brings more than 15 years of industry experience and is FINRA Series 7 and 66 licensed. Ann brings a thoughtful, client‑first approach to...

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Extended Team Members

Jim Guckenberg, JD, CTFA

Jim Guckenberg, JD, CTFA

Senior Estate Planner

Jonathan Raymon

Jonathan Raymon

Manager Trust Charitable Solutions

Kate Biagi-Rickert

Kate Biagi-Rickert

Charitable Solutions Officer - Baird Trust

Tim Steffen, CPA-PFS, CFP®, CPWA®

Tim Steffen, CPA-PFS, CFP®, CPWA®

Director of Advanced Planning

Jaleigh White

Jaleigh White

Director of Baird Family Wealth


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